When a specific order is displayed, the Invoices tab lists the invoices that are associated with that particular order. The following information appears. Additionally, the Display Invoiceline Tool is available for viewing detailed information about a selected invoice line.
| • | Date |
| • | Date Paid |
| • | Invoice ID |
| • | Line |
| • | Link |
| • | Native Amount |
| • | Quantity |
The following fields are defined for the Invoices tab for orders.
The Date Invoiced field contains the date of a particular invoice line. This date may be the date printed on the vendor’s invoice. When creating an invoice line, today’s date is the default in the date field. You may type this date as any MM/DD/YYYY date, the value NEVER, or the value TODAY.
On an unpaid funding segment this field is either blank, or contains a default value of NEVER. Otherwise, this field displays the date these funded copies were paid, either through an invoice or directly. In an order, this field only displays only if the Pay or Prepay option is selected. It cannot be modified if this orderline is invoiced. The Date Paid is entered on an invoice when Pay Invoice is used, and displays the date the invoice and any linked records should be marked as paid. The default is TODAY, but you may change this to any MM/DD/YYYY date or select NEVER from the list, if payment is not ready yet.
When an invoice is created, you may type any number or name in this field, up to 20 characters. The invoice ID does not have to be unique; only the combination of the invoice ID and the vendor ID must be unique. Your system may be configured to generate automatic invoice IDs in the absence of an actual invoice ID from the vendor.
When an invoice line is created, the Line field contains the number or name for the first line on the invoice. This is a required field. This can be a number such as 1, a number-letter combination such as 3B, or a word such as SHIPPING or TAX, up to 10 characters. When creating an invoice line, do not put any punctuation at the end of the invoice line number. When an invoice is paid, the Line field allows you to identify an individual line to pay, or you can select ALL from the to pay all lines on the invoice at once. If you clear this field, SirsiDynix Symphony assumes that you are paying Line 1 of the invoice.
The Link field determines how the invoice line is related to other acquisitions records (the kind of link to be made). This field is required. One of these values may be selected: ORDER, ADJUST, FUND, Copy Prorated, Line Prorated, Price Prorated, Rebate/Adjust, Rebate/Fund, Tax/Fund, or Tax/Adjust.
When an invoice is displayed, this field displays the total amount invoiced across all invoice lines of the order. If the vendor currency is not the same as the native currency, this field contains the amount in the library’s native currency.
In an invoice, the Quantity field contains the number of copies invoiced across all invoice lines. In an invoice line, the Quantity field contains the number of copies invoiced for that particular line.
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